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Whirlpool

526 hedge funds and large institutions have $6.36B invested in Whirlpool in 2018 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 157 increasing their positions, 213 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.14% more ownership

Funds ownership: 93.16%93.3% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

6% less funds holding

Funds holding: 559526 (-33)

11% less capital invested

Capital invested by funds: $7.15B → $6.36B (-$783M)

26% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 213

26% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 102

29% less call options, than puts

Call options by funds: $134M | Put options by funds: $188M

Holders
526
Holders Change
-33
Holders Change %
-5.9%
% of All Funds
11.72%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
75
Increased
157
Reduced
213
Closed
102
Calls
$134M
Puts
$188M
Net Calls
-$54.7M
Net Calls Change
+$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
101
Geneos Wealth Management
Colorado
$4.46M +$4.7M +41,396 +44,038%
DekaBank Deutsche Girozentrale
102
DekaBank Deutsche Girozentrale
Germany
$4.45M -$625K -5,506 -12%
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$4.38M -$889K -7,840 -16%
RJT
104
Raymond James Trust
Florida
$4.32M +$1.3M +11,503 +40%
Toronto Dominion Bank
105
Toronto Dominion Bank
Ontario, Canada
$4.31M -$927K -8,169 -17%
US Bancorp
106
US Bancorp
Minnesota
$4.21M -$1.11M -9,785 -20%
AQR Capital Management
107
AQR Capital Management
Connecticut
$4.08M +$3.9M +34,354 +898%
BNP Paribas Asset Management
108
BNP Paribas Asset Management
France
$4M +$1.35M +11,926 +47%
WorldQuant Millennium Advisors
109
WorldQuant Millennium Advisors
New York
$3.88M +$829K +7,307 +25%
CCM
110
CWH Capital Management
Washington
$3.64M +$3.86M +34,065 New
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$3.63M +$624K +5,500 +19%
CIBC World Market
112
CIBC World Market
Ontario, Canada
$3.58M +$321K +2,833 +9%
TCM
113
Tradition Capital Management
New Jersey
$3.46M -$4.18M -36,810 -53%
HEIP
114
Hudson Edge Investment Partners
New Jersey
$3.44M -$1.79M -15,741 -33%
ASRS
115
Arizona State Retirement System
Arizona
$3.41M -$405K -3,568 -10%
CA
116
Commerzbank Aktiengesellschaft
Germany
$3.38M +$363K +3,201 +11%
Treasurer of the State of North Carolina
117
Treasurer of the State of North Carolina
North Carolina
$3.37M +$1.7K +15 +0%
MC
118
Martin & Co
Tennessee
$3.31M +$548K +4,832 +19%
OPERF
119
Oregon Public Employees Retirement Fund
Oregon
$3.3M -$518K -4,564 -13%
BIP
120
Brandes Investment Partners
California
$3.22M +$1.11M +9,799 +48%
Jacobs Levy Equity Management
121
Jacobs Levy Equity Management
New Jersey
$3.21M -$2.93M -25,871 -46%
Retirement Systems of Alabama
122
Retirement Systems of Alabama
Alabama
$3.18M
VOYA Investment Management
123
VOYA Investment Management
Georgia
$3.09M -$6.47K -57 -0.2%
RJA
124
Raymond James & Associates
Florida
$3.07M +$61.9K +546 +2%
AG
125
Aperio Group
California
$3.07M +$626K +5,515 +24%